Board Pack Software

Wow your board with more than just metrics

Deliver the reports, KPIs and updates yoru board desires without the chaos of manually accumulating your metrics.
Board report software tools to automate reporting and free up capacity for analysis

Expedite your board reporting process

Leverage our modern FP&A Platform to quickly generate accurate and detailed board report packages.
Automate finance tasks
Automated board reporting

Eliminate the need to manually structure and reconcile your financial data. Spend more time on meaningful analysis that actually makes a difference.

ERP data on demand, structured and ready for consumption
Error-free processes

Easily access the latest version of your structured ERP data via an automated schedule or with a single click and confidently analyze reconciled finance data.

Direct and rapid ERP integrations
Centralized system integrations

Centralize your ERP, accounting and operational data into a robust and easy-to-use financial reporting FP&A Platform

Flexible analytical tools for viewing your ERP data
Insightful company metrics

View staged data in your preferred environment using our Excel Add-in, FP&A Platform, BI or data visualization tool.


Access the latest financial data without ever exporting and structuring data again

Break down data silos and work with your financial and operational data in a single, robust system. Maintain version control over your data while delivering insights and satisfying ad-hoc reporting requests.

  • Automated Financial Statements
  • Configurable Management Reports
  • Detailed Board Package Exports
  • Seamless Actual to Forecast Tracking
Financial Reporting Tools with a range of uses and automations
Create board report packages with ERP integrations, data structuring automations and Excel Add-in for consumption

Consolidate and automate metrics for board pack reporting

Create your board report packages using our FP&A Platform or Excel Add-in. With ongoing integrations with your ERP and other systems, you can access and refresh the latest staged and quality data on demand.

8 things to include in your board report pack >


Streamline board pack reporting workflows while ensuring accuracy

Your board expects accurate and reliable metrics and company updates, but creating reports on-demand can be an challenge. Our tools are designed by finance professionals for finance professionals, so you can rest assured your needs for efficiency and quality are met.

FutureView Systems FP&A Software

What our clients have to say

FutureView Systems software and service testimonial

"FutureView is an extension of our team in a way that’s been super valuable for me. They’re not just technical experts, but they’re finance professionals with rich careers, so the blend of their expertise paired with the technical capabilities of the Platform just makes the experience overall with FutureView far better than others I’ve seen in the space."

Chris Laidley
CFO, Mursion
Spoonflower FutureView Systems Success Story
FutureView Systems software and service testimonial

"Our budgeting and forecasting process is more efficient and quicker with FutureView. It takes up less time of our top managers and promotes more conversations with better information from our team to make better and quicker decisions."

Brad Schomber
CFO, Spoonflower
Lucid LLC
FutureView Systems software and service testimonial

"FutureView has been a key partner to our FP&A team as our team has grown and our business has doubled. They are our trusted resources with the available expertise that helps us make the right decisions and learn best practices."

Maddy Devine
Director, Lucid
Inc 5000FutureView Systems is one of the Most Promising Fintech Solutions of 2022

Analyze your ERP data with our Excel Add-in

For those most comfortable in Excel, we’ve developed an Excel Add-in included in our Foundation package for you to access and analyze your structured data. Maximize the use of Excel and your productivity, while ensuring accuracy and version control.

FutureView Foundation Excel Add-in for finance

Key Benefits

FutureView Systems
Save Time, Reduce Errors

A direct connection to your Quickbooks data means no more exporting and transformation of data. Have your reports and dashboards update as soon as you close the books.

FutureView Systems
One Source of Truth

With detailed transaction level data, you can use one source for all your reporting needs. Never worry about managing multiple data sets for financial reporting.

FutureView Systems
End-to-End Automation

We ensure your data is available and ready to use so you can focus on meaningful analysis. There's no reliance on your IT team or complicated integrations -- just ready-to-use data.

FutureView Pricing and Comparison

Discover why Accounting and Finance teams choose FutureView

See how Foundation’s capabilities and pricing stack up against others.
Compare our advanced features to alternatives and how you can maximize your efforts with a cost-effective solution designed with you in mind.


Board pack reporting tool that empowers Finance to maximize its impact and efficiency

Realize the full potential of your finance function with our FP&A Platform — without the struggle of lengthy implementations. Leverage direct integrations, OLAP technology and battle-tested methodologies to simplify your board reporting, budgeting and forecasting process while maintaining control over your data.

FutureView FP&A Platform